Grainger (LON:GRI) Has Announced That It Will Be Increasing Its Dividend To £0.0437
Nov 25
U.K. (FTSE) Real Estate Industry Analysis
UpdatedNov 30, 2023
DataAggregated Company Financials
Companies36
- 7D-0.8%
- 3M-4.2%
- 1Y-8.0%
- YTD-7.2%
The Real Estate is pretty flat in the last 7 days, but abrdn European Logistics Income has stood out, gaining 12%. As for the longer term, the industry has declined 8.0% in the last year. Earnings are forecast to grow by 60% annually.
Industry Valuation and Performance
Has the U.K. Real Estate Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 30 Nov 2023 | UK£9.0b | UK£8.2b | -UK£253,359,024.00 | 13.2x | -35.5x | 1.1x |
| Sat, 28 Oct 2023 | UK£8.3b | UK£8.2b | -UK£41,900,672.00 | 11.7x | -198.7x | 1x |
| Mon, 25 Sep 2023 | UK£9.2b | UK£8.4b | UK£217.4m | 11.2x | 42.1x | 1.1x |
| Wed, 23 Aug 2023 | UK£9.0b | UK£8.5b | UK£301.8m | 11.5x | 29.7x | 1.1x |
| Fri, 21 Jul 2023 | UK£9.4b | UK£8.3b | UK£363.1m | 12x | 25.8x | 1.1x |
| Sun, 18 Jun 2023 | UK£9.6b | UK£8.5b | UK£317.2m | 12.3x | 30.2x | 1.1x |
| Tue, 16 May 2023 | UK£9.7b | UK£8.6b | UK£567.2m | 11.7x | 17.1x | 1.1x |
| Thu, 13 Apr 2023 | UK£10.0b | UK£8.5b | UK£813.2m | 10.9x | 12.2x | 1.2x |
| Sat, 11 Mar 2023 | UK£10.1b | UK£8.5b | UK£975.1m | 9.6x | 10.4x | 1.2x |
| Mon, 06 Feb 2023 | UK£10.3b | UK£8.3b | UK£933.5m | 10x | 11x | 1.2x |
| Wed, 04 Jan 2023 | UK£9.3b | UK£8.3b | UK£919.1m | 9.3x | 10.1x | 1.1x |
| Fri, 02 Dec 2022 | UK£9.9b | UK£8.6b | UK£1.1b | 9.6x | 9.3x | 1.2x |
| Sun, 30 Oct 2022 | UK£9.2b | UK£8.6b | UK£994.3m | 7.8x | 9.3x | 1.1x |
| Tue, 27 Sep 2022 | UK£9.7b | UK£8.7b | UK£1.1b | 7.7x | 9x | 1.1x |
| Thu, 25 Aug 2022 | UK£11.3b | UK£8.8b | UK£883.4m | 9.5x | 12.8x | 1.3x |
| Sat, 23 Jul 2022 | UK£12.3b | UK£8.4b | UK£786.4m | 9.5x | 15.6x | 1.5x |
| Mon, 20 Jun 2022 | UK£12.4b | UK£8.3b | UK£771.5m | 9.5x | 16x | 1.5x |
| Wed, 18 May 2022 | UK£13.3b | UK£8.2b | UK£761.0m | 10.4x | 17.5x | 1.6x |
| Fri, 15 Apr 2022 | UK£13.9b | UK£7.8b | UK£717.7m | 10.7x | 19.3x | 1.8x |
| Sun, 13 Mar 2022 | UK£13.8b | UK£7.4b | UK£519.8m | 11.7x | 26.5x | 1.9x |
| Tue, 08 Feb 2022 | UK£15.0b | UK£7.6b | UK£195.7m | 12.4x | 76.8x | 2x |
| Thu, 06 Jan 2022 | UK£16.0b | UK£7.5b | UK£181.7m | 13.4x | 88x | 2.1x |
| Sat, 04 Dec 2021 | UK£15.3b | UK£7.6b | UK£186.0m | 13.1x | 82.2x | 2x |
| Mon, 01 Nov 2021 | UK£15.7b | UK£7.5b | UK£72.3m | 14.1x | 216.9x | 2.1x |
| Wed, 29 Sep 2021 | UK£15.1b | UK£7.5b | UK£6.7m | 16.2x | 2275.5x | 2x |
| Fri, 27 Aug 2021 | UK£11.9b | UK£5.1b | UK£505.5m | 18.4x | 23.6x | 2.3x |
| Sat, 03 Jul 2021 | UK£11.1b | UK£5.1b | UK£505.5m | 16x | 22x | 2.2x |
| Tue, 06 Apr 2021 | UK£10.2b | UK£5.0b | UK£438.5m | 14.2x | 23.2x | 2x |
| Fri, 08 Jan 2021 | UK£9.8b | UK£4.9b | UK£344.3m | 15.5x | 28.5x | 2x |
Price to Earnings Ratio
36.2x
Current Industry PE
- Investors are pessimistic on the British Real Estate industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The 3-year average PS ratio of 1.7x is higher than the industry's current PS ratio of 1.1x.
Past Earnings Growth
- Total earnings for the Real Estate industry have declined over the last three years, with the industry now making a loss overall.
- Meanwhile revenues have grown 19% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the U.K. Real Estate industry?
| GB Market | -0.50% | |
| Real Estate | -0.22% | |
| Real Estate | -0.76% | |
| Diversified Real Estate | 2.37% | |
| Real Estate Development | 1.95% | |
| Real Estate Operating Companies | -1.00% | |
| Real Estate Services | -1.78% | |
Industry PE
- Investors are most optimistic about the Real Estate Services industry which is trading above its 3-year average PE ratio of 23.6x.
- Analysts are expecting annual earnings growth of 31.3%, which is higher than its past year's earnings growth of 5.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Real Estate Operating Companies industry, expecting annual earnings growth of 67% over the next 5 years.
- This is better than its past earnings decline of 61% per year.
- In contrast, the Real Estate Services industry is expected to see its earnings grow by 31% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ASLI abrdn European Logistics Income | UK£0.64 | 11.8% +UK£27.6m | -13.1% | PS7.5x | |
| HWG Harworth Group | UK£1.11 | 4.7% +UK£16.2m | 4.7% | PS2.9x | |
| WJG Watkin Jones | UK£0.47 | 5.3% +UK£6.0m | -52.5% | PE4.5x | |
| LOK Lok'nStore Group | UK£7.74 | 2.1% +UK£5.2m | -20.6% | PE53.1x | |
| DAR Dar Global | US$3.65 | 0.3% +US$1.8m | n/a | PS23.9x |
